Principle Wealth Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
8,153
+522
| +7% | +$25.7K | 0.03% | 256 |
|
|
2025
Q1 | $359K | Hold |
7,631
| – | – | 0.03% | 260 |
|
|
2024
Q4 | $407K | Hold |
7,631
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $342K | Buy |
7,631
+1
| +0% | +$45 | 0.02% | 266 |
|
|
2024
Q2 | $354K | Buy |
7,630
+1
| +0% | +$46 | 0.03% | 257 |
|
|
2024
Q1 | $346K | Hold |
7,629
| – | – | 0.03% | 264 |
|
|
2023
Q4 | $274K | Sell |
7,629
-599
| -7% | -$21.5K | 0.02% | 280 |
|
|
2023
Q3 | $271K | Buy |
8,228
+1
| +0% | +$33 | 0.03% | 268 |
|
|
2023
Q2 | $317K | Sell |
8,227
-802
| -9% | -$30.9K | 0.03% | 256 |
|
|
2023
Q1 | $331K | Buy |
9,029
+1
| +0% | +$37 | 0.04% | 243 |
|
|
2022
Q4 | $304K | Hold |
9,028
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $290 | Buy |
9,028
+565
| +7% | +$18 | 0.03% | 234 |
|
|
2022
Q2 | $269K | Sell |
8,463
-60
| -0.7% | -$1.91K | 0.03% | 260 |
|
|
2022
Q1 | $373K | Sell |
8,523
-129
| -1% | -$5.65K | 0.04% | 234 |
|
|
2021
Q4 | $507K | Sell |
8,652
-85
| -1% | -$4.98K | 0.05% | 207 |
|
|
2021
Q3 | $461K | Sell |
8,737
-1,240
| -12% | -$65.4K | 0.05% | 206 |
|
|
2021
Q2 | $590K | Sell |
9,977
-150
| -1% | -$8.87K | 0.07% | 183 |
|
|
2021
Q1 | $582K | Buy |
10,127
+842
| +9% | +$48.4K | 0.07% | 175 |
|
|
2020
Q4 | $387K | Buy |
+9,285
| New | +$387K | 0.05% | 199 |
|
|
2020
Q3 | – | Sell |
-650
| Closed | -$16K | – | 261 |
|
|
2020
Q2 | $16K | Buy |
+650
| New | +$16K | ﹤0.01% | 370 |
|
|
2019
Q4 | – | Sell |
-6,475
| Closed | -$243K | – | 170 |
|
|
2019
Q3 | $243K | Buy |
+6,475
| New | +$243K | 0.08% | 142 |
|
|
2019
Q2 | – | Sell |
-6,090
| Closed | -$228K | – | 141 |
|
|
2019
Q1 | $228K | Buy |
+6,090
| New | +$228K | 0.13% | 115 |
|